AIM

Acropolis Investment Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 10.43%
This Quarter Est. Return
1 Year Est. Return
+10.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$979M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.04M
3
+$4.78M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$1.96M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.89M

Top Sells

1
+$6.84M
2
+$6.17M
3
+$1.45M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.11M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$627K

Sector Composition

1 Technology 2.5%
2 Industrials 1.84%
3 Healthcare 1.54%
4 Financials 1.5%
5 Consumer Discretionary 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.65M 0.37%
80,634
+1,398
27
$3.52M 0.36%
23,251
-80
28
$3.48M 0.36%
21,190
+798
29
$3.45M 0.35%
37,555
-15,780
30
$3.34M 0.34%
14,172
+792
31
$3.07M 0.31%
11,942
+6,360
32
$3.06M 0.31%
13,858
-1,879
33
$3.03M 0.31%
51,138
-68
34
$2.98M 0.3%
22,436
-1,551
35
$2.73M 0.28%
17,904
+1,020
36
$2.65M 0.27%
9,650
+4,362
37
$2.55M 0.26%
23,480
-1,315
38
$2.44M 0.25%
15,760
-20
39
$2.38M 0.24%
6,003
+477
40
$2.3M 0.24%
26,256
-117
41
$2.13M 0.22%
10,084
-234
42
$2.13M 0.22%
7,331
+209
43
$2.13M 0.22%
20,620
-220
44
$2.09M 0.21%
8,610
-367
45
$2.07M 0.21%
11,233
+531
46
$1.97M 0.2%
12,220
+502
47
$1.9M 0.19%
28,739
+143
48
$1.89M 0.19%
12,555
+330
49
$1.88M 0.19%
8,387
50
$1.87M 0.19%
6,354
+838
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